NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
โYou can't beat it. I've said before, if you have the wrong architecture, even if it's free, it's not cheap enough. And the reason for that is because no matter what happens, you still have to build a gigawatt data center.โ
Memory costs skyrocketing is leading to huge increases in server BoM for Neoclouds. They either have to raise hour GPU prices to cover the cost increase or not build.
Memory cost increasing by three times the past quarter has led to risks throughout the value chain with OEM behavior becoming increasingly disorderly: quotes are being shortened, repriced, or withdrawn, and future cost risk is being embedded into todayโs pricing. This has moved traditional enterprise procurement into more like AI server surge pricing with OEMs having to cover their risk. Even though BoM increases have been <10%, we have seen quotes rise much more than that and we think memory costs could go up from here still. (1/3) ๐งต
SO lets talk reality and stupidity
mu sndk wdc stx ceo all say sold out no supply
elon says mamory a bottleneck no supply
nvda says stopped making graphics card no supply
dell hps and every other ceo says memory no supply
no over 1m clowns on twitter adn financial people say sell mu sndk etc
We really need a stupid clause if you are this dumb we should be able to hand you to n korea